Bessemer Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Bessemer Group’s Portfolio BPFH Stock Details BPFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-511	Closed	-$8K	–	1967
2016 Q4	$8K	Sell	511 -1,489	-74%	-$21.6K	﹤0.01%	1674
2016 Q3	$26K	Hold	2,000	–	–	﹤0.01%	1316
2016 Q2	$24K	Hold	2,000	–	–	﹤0.01%	971
2016 Q1	$23K	Sell	2,000 -360	-15%	-$3.8K	﹤0.01%	1041
2015 Q4	$27K	Buy	2,360 +360	+18%	+$4.19K	﹤0.01%	1083
2015 Q3	$23K	Hold	2,000	–	–	﹤0.01%	1094
2015 Q2	$27K	Hold	2,000	–	–	﹤0.01%	1083
2015 Q1	$24K	Hold	2,000	–	–	﹤0.01%	1104
2014 Q4	$27K	Hold	2,000	–	–	﹤0.01%	1057
2014 Q3	$25K	Sell	2,000 -157	-7%	-$1.98K	﹤0.01%	986
2014 Q2	$29K	Buy	2,157 +157	+8%	+$2.01K	﹤0.01%	964
2014 Q1	$27K	Hold	2,000	–	–	﹤0.01%	953
2013 Q4	$25K	Hold	2,000	–	–	﹤0.01%	965
2013 Q3	$22K	Hold	2,000	–	–	﹤0.01%	938
2013 Q2	$21K	Buy	+2,000	New	+$19.7K	﹤0.01%	916

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Bessemer Group's BPFH Position: Q1 2017 in Review

Bessemer Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2017, closing a stake of 511 shares — an estimated $8K sold.

Bessemer Group first reported a position in BPFH in Q2 2013 and held it in 15 quarters. The position peaked at $29K in Q2 2014. 170 funds tracked by Wall St. Rank hold BPFH as of Q1 2017.

Bessemer Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
Bessemer Group sold 511 Boston Private Financial Holdings, Inc. shares in Q1 2017, an estimated $8K.
Bessemer Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 15 quarters.
Bessemer Group's Boston Private Financial Holdings, Inc. position peaked at $29K in Q2 2014.
170 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2017.

Based on Bessemer Group's 13F filing for Q1 2017, filed 12 May 2017.